ISRG vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Intuitive Surgical, Inc. · Healthcare
$451.29
+130.4% upside to fair value
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade C
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ISRG |
SMCI |
| Current Price |
$451.29 |
$28.56 |
| Fair Value Estimate |
$1,039.74 |
$152.97 |
| Upside to Fair Value |
+130.4%
|
+435.6%
|
| Market Cap |
$160.3B |
$17.1B |
| Forward P/E |
53.8x
|
19.5x
|
| EV / EBITDA |
40.5x
|
15.0x
|
| Price / Sales |
15.2x
|
0.6x
|
| Price / FCF |
64.3x
|
38.9x
|
| Revenue Growth YoY |
+23.0%
|
+123.4%
|
| Gross Margin |
66.3%
|
8.0%
|
| Operating Margin |
30.5%
|
3.7%
|
| Return on Equity |
17.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.55%
|
2.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Intuitive Surgical, Inc. is a leading healthcare company specializing in robotic-assisted surgery through its flagship da Vinci system, which has established a durable competitive moat with approximately 10,000 systems installed globally and nearly 17 million procedures performed by the end of 2024. The company benefits from a high-quality business model characterized by 85% recurring revenue, st…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a strong focus on AI GPU platforms, which represent over 70% of its server revenue. The company benefits from a long-tenured leadership team and a durable competitive position in liquid cooling technology with a 70-80% market share. Despite strong revenue growth of 123.4% in the most recent quarter …
Accumulation Zones
| Metric |
ISRG |
SMCI |
| Zone Low |
$779.81 |
$114.73 |
| Zone High |
$883.78 |
$130.02 |
| In Buy Zone? |
Yes
|
Yes
|